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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

302 hedge funds and large institutions have $2.21B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+23
Holders Change %
+8.24%
% of All Funds
4.05%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
39
Increased
162
Reduced
58
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$107M
2
Morgan Stanley
Morgan Stanley
New York
$105M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$65.3M
4
ACA
Aptus Capital Advisors
Alabama
$117M
5
CIA
Capital Investment Advisors
Georgia
$75.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$32.8M
2
Raymond James Financial
Raymond James Financial
Florida
$60M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.24M
4
OMC
Old Mission Capital
Illinois
$0
5
CA
CGN Advisors
Kansas
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAC
126
Harbor Advisory Corp
New Hampshire
$1.84M +$105K +4,500 +6%
BlackRock
127
BlackRock
New York
$1.82M +$494K +21,162 +37%
PSIWM
128
Paradigm Strategies in Wealth Management
Minnesota
$1.75M -$64.5K -2,765 -4%
CWM
129
Cabot Wealth Management
Massachusetts
$1.74M +$45.2K +1,937 +3%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$1.73M -$124K -5,358 -7%
SWM
131
Segment Wealth Management
Texas
$1.73M -$12.1K -520 -0.7%
CP
132
Camelot Portfolios
Ohio
$1.68M -$109K -4,690 -6%
CCM
133
Coldstream Capital Management
Washington
$1.66M -$90.6K -3,883 -5%
DWM
134
Drive Wealth Management
Utah
$1.62M -$33.3K -1,427 -2%
SG
135
Strid Group
Pennsylvania
$1.52M +$952K +40,807 +167%
MWM
136
Meridian Wealth Management
Kentucky
$1.52M +$180K +7,707 +13%
PAG
137
Private Advisor Group
New Jersey
$1.51M +$103K +4,408 +7%
KNW
138
Kesler Norman & Wride
Utah
$1.51M -$7.84K -336 -0.5%
SFG
139
Snider Financial Group
Washington
$1.5M +$4.29K +184 +0.3%
CA
140
CGN Advisors
Kansas
$1.4M -$2.18M -93,416 -61%
RFC
141
Regions Financial Corp
Alabama
$1.39M +$676K +28,963 +94%
SHA
142
Seneca House Advisors
Virginia
$1.39M -$236K -10,111 -15%
BAM
143
Belpointe Asset Management
Nevada
$1.37M +$424K +18,178 +45%
Creative Planning
144
Creative Planning
Kansas
$1.37M -$169K -7,223 -11%
Osaic Holdings
145
Osaic Holdings
Arizona
$1.36M -$123K -5,364 -8%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$1.34M +$362K +15,516 +37%
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$1.24M -$3.98M -170,773 -76%
BFG
148
Beacon Financial Group
Texas
$1.22M +$186K +7,966 +18%
CSP
149
Cary Street Partners
Virginia
$1.22M +$63.8K +2,733 +6%
ACS
150
Archford Capital Strategies
Illinois
$1.21M -$61.4K -2,630 -5%
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